Moody Aldrich Partners’s FIVE9 FIVN Stock Holding History

Moody Aldrich Partners’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,320	Closed	-$249K	–	163
2022 Q3	$249K	Buy	3,320 +528	+19%	+$51.3K	0.05%	145
2022 Q2	$254K	Sell	2,792 -28	-1%	-$2.83K	0.05%	134
2022 Q1	$311K	Buy	+2,820	New	+$328K	0.04%	131
2021 Q3	–	Sell	-2,350	Closed	-$431K	–	174
2021 Q2	$431K	Sell	2,350 -34	-1%	-$5.86K	0.06%	133
2021 Q1	$373K	Buy	2,384 +726	+44%	+$124K	0.05%	146
2020 Q4	$289K	Sell	1,658 -11	-0.7%	-$1.67K	0.05%	149
2020 Q3	$216K	Buy	+1,669	New	+$201K	0.05%	146
2020 Q2	–	Sell	-79,318	Closed	-$6.07M	–	170
2020 Q1	$6.07M	Sell	79,318 -10,334	-12%	-$737K	1.83%	9
2019 Q4	$5.88M	Buy	89,652 +6,901	+8%	+$422K	1.21%	26
2019 Q3	$4.45M	Buy	82,751 +12,886	+18%	+$725K	1.18%	32
2019 Q2	$3.58M	Buy	+69,865	New	+$3.55M	0.92%	49

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moody Aldrich Partners's FIVN Position: Q4 2022 in Review

Moody Aldrich Partners sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 3,320 shares — an estimated $249K sold.

Moody Aldrich Partners first reported a position in FIVN in Q2 2019 and held it in 11 quarters. The position peaked at $6.07M in Q1 2020. 327 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Moody Aldrich Partners reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Moody Aldrich Partners sold 3,320 FIVE9 shares in Q4 2022, an estimated $249K.
Moody Aldrich Partners first reported a position in FIVE9 in Q2 2019 and held it in 11 quarters.
Moody Aldrich Partners's FIVE9 position peaked at $6.07M in Q1 2020.
327 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Moody Aldrich Partners's 13F filing for Q4 2022, filed 24 Jan 2023.